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National Health Investors

285 hedge funds and large institutions have $2.34B invested in National Health Investors in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 104 increasing their positions, 98 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 31

9% more capital invested

Capital invested by funds: $2.16B → $2.34B (+$184M)

3% more funds holding

Funds holding: 277285 (+8)

1.11% more ownership

Funds ownership: 68.32%69.43% (+1.1%)

6% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 98

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less call options, than puts

Call options by funds: $1.08M | Put options by funds: $1.25M

Holders
285
Holders Change
+8
Holders Change %
+2.89%
% of All Funds
3.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
42
Increased
104
Reduced
98
Closed
31
Calls
$1.08M
Puts
$1.25M
Net Calls
-$177K
Net Calls Change
+$35K
Name Holding Trade Value Shares
Change
Change in
Stake
Allspring Global Investments
201
Allspring Global Investments
North Carolina
$268K +$34.9K +495 +16%
Wealth Enhancement Advisory Services
202
Wealth Enhancement Advisory Services
Minnesota
$267K +$25.2K +357 +11%
PNC Financial Services Group
203
PNC Financial Services Group
Pennsylvania
$262K -$7.33K -104 -3%
D.E. Shaw & Co
204
D.E. Shaw & Co
New York
$254K +$242K +3,437 New
X
205
Xponance
Pennsylvania
$246K +$23.8K +337 +11%
ET
206
Equitable Trust
Tennessee
$244K
BC
207
Bridgefront Capital
Texas
$244K +$233K +3,302 New
RG
208
Renaissance Group
Kentucky
$243K -$12.2K -173 -5%
SJL
209
Shayne & Jacobs LLC
Tennessee
$229K
CCC
210
Chelsea Counsel Company
California
$224K
P
211
&Partners
Tennessee
$219K +$207K +2,934 New
Mackenzie Financial
212
Mackenzie Financial
Ontario, Canada
$214K +$635 +9 +0.3%
ECM
213
EMC Capital Management
Texas
$209K
BNP Paribas Financial Markets
214
BNP Paribas Financial Markets
France
$207K -$456K -6,472 -70%
JAM
215
Jupiter Asset Management
United Kingdom
$206K +$197K +2,790 New
CA
216
CapWealth Advisors
Tennessee
$202K -$49.7K -705 -20%
TRCT
217
Tower Research Capital (TRC)
New York
$161K +$119K +1,692 +347%
KBC Group
218
KBC Group
Belgium
$149K
CT
219
Caldwell Trust
Florida
$128K +$44.6K +633 +58%
NA
220
NewEdge Advisors
Louisiana
$114K +$24.3K +345 +29%
AB
221
Amalgamated Bank
New York
$111K +$2.96K +42 +3%
Osaic Holdings
222
Osaic Holdings
Arizona
$97.1K +$6K +85 +7%
Jones Financial Companies
223
Jones Financial Companies
Missouri
$95.4K +$27.3K +387 +43%
Mirae Asset Global Investments
224
Mirae Asset Global Investments
South Korea
$91.7K -$4.44K -63 -5%
Fidelity International
225
Fidelity International
Bermuda
$89.6K +$17.6K +250 +26%

NHI Hedge Fund Activity: Q1 2025 in Review

285 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q1 2025, worth a combined $2.34B — up 8.5% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new NHI positions and 31 closed out — a net gain of 11 holders — while 104 added to existing stakes and 98 trimmed.

The largest buyer was Bank of America, adding an estimated $18.3M. The largest seller was Millennium Management, cutting an estimated $26.8M.

  • 285 institutional investors held National Health Investors (NHI) as of Q1 2025, up from 277 in Q4 2024.
  • Funds reported $2.34B of National Health Investors stock for Q1 2025, up 8.5% quarter-over-quarter.
  • 42 funds opened new National Health Investors positions in Q1 2025 and 31 closed out, a net change of +11 holders.
  • The largest National Health Investors buyer in Q1 2025 was Bank of America, an estimated $18.3M added.
  • The largest National Health Investors seller in Q1 2025 was Millennium Management, an estimated $26.8M sold.

Based on aggregated 13F filings for Q1 2025.